Personal Banking Associate

BMO

Ottawa, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: commi...
Exceptional customer service delivery
Financial solutions advice
Digital and self-serve options guidance
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions advice
  • Digital and self-serve options guidance
  • Needs-based customer conversations
  • Risk and compliance adherence

Nice-to-have

  • Creative customer experience approaches
  • Collaborative branch team member
  • Proactive referral identification
  • Continuous improvement mindset

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration
  • Social media and online tools proficiency
  • Consultative customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter